Centralized Web-based Agency Management System -- 2

Distribution & Agency Management System

Business Overview

We operate a distribution agency business with:

* 4 Agencies
* 4 Sales Representatives
* Approximately 300 Outlets
* Multiple company systems

Main Objective

Replace manual paperwork, Excel sheets, and multiple tracking files with a centralized web-based system.

User Roles

Admin

* Full access
* Reports
* Claims management

Sales Representatives

* Order entry
* Customer management
* Route management

Office Staff

* Invoice processing
* Delivery management
* Collections entry
* Returns handling

Store Keeper

* Stock management
* Dispatch management

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Module 1 – Outlet Management

* Outlet code
* Outlet name
* Address
* Contact details
* Route
* Agency assignment
* Credit limit

Module 2 – Product Management

* Product code
* Product name
* Agency
* Cost price
* Selling price
* Stock quantity
* Free issue rules

Module 3 – Order Management

* Sales rep orders
* Manual order entry
* Order status
* Pending orders
* Order history

Module 4 – Invoice Management

* Generate invoice
* Additional discount entry
* Free issue entry
* Invoice printing
* Invoice adjustments

Module 5 – Dispatch & Delivery

* Delivery sheet
* Vehicle assignment
* Dispatch confirmation
* Delivered orders
* Partial deliveries
* Cancelled deliveries

Module 6 – Returns Management

* Returned items
* Damaged items
* Expired items
* Return to stock
* Return claims

Module 7 – Collections Management

* Cash collections
* Cheque collections
* Credit sales
* Outstanding balances
* Payment history

Module 8 – Claims Management

RD Allowance Claims

* Auto calculation
* Monthly reports

Discount Claims

* Discount tracking
* Claim generation

Return Claims

* Return item tracking
* Claim reports

Module 9 – Stock Management

* Current stock
* Stock movement
* GRN entry
* Stock adjustments
* Agency-wise stock

Module 10 – Reports

Daily Reports

* Sales
* Deliveries
* Collections

Monthly Reports

* Agency sales
* Rep performance
* Outstanding balances
* Returns
* Claims

Dashboard

* Daily sales summary
* Pending deliveries
* Outstanding collections
* Stock alerts
* Claims status

Technical Requirements

* Web-based system
* Mobile responsive
* Multi-user login
* Backup system
* Export to Excel/PDF
* Audit logs

Expected Scale

* 4 Agencies
* 4 Sales Reps
* 300+ Outlets
* 1,000+ Monthly Invoices